Tax season is in full swing and as April 15th creeps closer, you probably have an appointment on your calendar to meet with your CPA. Because changes in tax laws and in your personal situation can make a big difference when it comes to tax liabilities, it is vital to be prepared for that meeting. Information about your tax situation for this year and a CPA’s opinions about next year can provide clarity about potential tax, investment, insurance, and financial planning strategies.
Here is a link to a document that provides the details of 9 Important Questions to Ask your CPA at Tax Time.
A couple of additional articles on taxes I found interesting are How to get the most out of your CPA and 8 Tax Mistakes your Can’t Afford to Make
If you would like a recommendation on a CPA that can help you with your taxes please let me know.
9 Questions to Ask Your CPA
